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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,928 | $165,381-88.0% | $149,730-86.7% | $158,966-87.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -21.60% | 348.29%-369.9pp | 276.70%-298.3pp | 302.95%-324.6pp |
| Employer contribution / active EE | $9,684 | $5,104+89.7% | $4,645+108.5% | $4,762+103.3% |
| Participant deferral / active EE | $25,000 | $7,182+248.1% | $6,843+265.4% | $5,983+317.8% |
| Admin fee / account holder | $278,904 | $10,809+2480.2% | $9,310+2895.6% | $11,250+2379.2% |